LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

58 hedge funds and large institutions have $41.1M invested in BNY Mellon Strategic Municipals in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$11.3M
2
RCM
2
Robinson Capital Management
Michigan
$1.4M
3
UBS Group
3
UBS Group
Switzerland
$2.49M
4
CA
4
Cetera Advisors
Colorado
$467K
5
PMG
5
ProVise Management Group
Florida
$1.18M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$151K
2
CIA
2
Capital Investment Advisors
Georgia
$1.65M
3
MIM
3
Macroview Investment Management
Maryland
$474K
4
Bank of America
4
Bank of America
North Carolina
$208K
5
NFG
5
Next Financial Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$11.3M +$1.75M +187,322 +18%
UBS Group
2
UBS Group
Switzerland
$2.49M +$481K +51,406 +24%
ITIM
3
Indiana Trust & Investment Management
Indiana
$2.01M – – –
SIA
4
Sit Investment Associates
Minnesota
$1.92M -$14.4K -1,542 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$1.77M -$47.9K -5,124 -3%
AAM
6
Advisors Asset Management
Colorado
$1.7M -$85.4K -9,129 -5%
CIA
7
Capital Investment Advisors
Georgia
$1.65M -$263K -28,160 -14%
Wells Fargo
8
Wells Fargo
California
$1.48M +$23.2K +2,483 +2%
RCM
9
Robinson Capital Management
Michigan
$1.4M +$1.4M +149,650 New
VanEck Associates
10
VanEck Associates
New York
$1.29M +$150K +16,041 +13%
RJA
11
Raymond James & Associates
Florida
$1.27M +$20.7K +2,217 +2%
PMG
12
ProVise Management Group
Florida
$1.18M +$185K +19,800 +19%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.18M +$44.2K +4,728 +4%
LPL Financial
14
LPL Financial
California
$959K +$62.4K +6,809 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$721K -$75.2K -8,050 -9%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$564K +$61.9K +6,625 +12%
MAM
17
Marquette Asset Management
Minnesota
$525K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$501K -$37.6K -4,025 -7%
MIM
19
Macroview Investment Management
Maryland
$474K -$220K -23,503 -32%
WA
20
WealthTrust Axiom
Pennsylvania
$468K +$205 +22 +0%
CA
21
Cetera Advisors
Colorado
$467K +$186K +19,900 +66%
DLG
22
Daniel L. Goodwin
$449K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$401K +$7.89K +845 +2%
CA
24
Cornerstone Advisory
Maryland
$385K -$33.5K -3,586 -8%
CAN
25
Cetera Advisor Networks
California
$308K +$154K +16,462 +100%
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